AIM

Anchor Investment Management Portfolio holdings

AUM $1.23B
1-Year Est. Return 18.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$873M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.59M
3
+$1.56M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$1.34M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.21M

Top Sells

1
+$1.93M
2
+$965K
3
+$692K
4
NKE icon
Nike
NKE
+$567K
5
SPGI icon
S&P Global
SPGI
+$518K

Sector Composition

1 Technology 15.24%
2 Healthcare 13.39%
3 Financials 11.16%
4 Industrials 8.2%
5 Consumer Staples 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$11.4K ﹤0.01%
78
-377
727
$11.4K ﹤0.01%
375
728
$11.3K ﹤0.01%
200
729
$11K ﹤0.01%
+7,500
730
$11K ﹤0.01%
50
731
$11K ﹤0.01%
350
732
$10.9K ﹤0.01%
317
733
$10.8K ﹤0.01%
258
734
$10.8K ﹤0.01%
1,000
735
$10.8K ﹤0.01%
140
736
$10.7K ﹤0.01%
4,000
737
$10.7K ﹤0.01%
350
738
$10.5K ﹤0.01%
150
739
$10.5K ﹤0.01%
300
740
$10.5K ﹤0.01%
500
741
$10.5K ﹤0.01%
2,920
+1,000
742
$10.4K ﹤0.01%
+62
743
$10.4K ﹤0.01%
1,000
-348
744
$10.4K ﹤0.01%
40
745
$10.3K ﹤0.01%
1,000
746
$10.3K ﹤0.01%
+50
747
$10.2K ﹤0.01%
1,000
748
$10.2K ﹤0.01%
250
749
$10.2K ﹤0.01%
207
+107
750
$10K ﹤0.01%
37
28 29
30
31 32